What is your mission? 

You will provide the best service to our partner brands by performing these tasks:

Core Plan Administration & Compliance

• Perform full-cycle administration for 401(k) and Cash Balance plans in accordance with IRS and DOL regulations.
• Conduct compliance testing including ADP/ACP, 402(g), 404(a), 410(b), 414(s), 415 annual additions, and 416 Top-Heavy.
• Run eligibility and participation calculations, including HCE and Key Employee identification.
• Process ADP/ACP corrections, excess contributions, and lost earnings.
• Prepare plan notices, amendments, restatements, and participant-level compliance documentation.

Accounting & Trust Reconciliation

• Perform annual trust accounting and reconciliation for all assigned plans.
• Review, validate, and reconcile cash flows, transactions, contributions, distributions, and investment activity.
• Review and record SDBA transactions.
• Prepare year-end valuations, contribution allocations, and required schedules.

Government Reporting

• Prepare and review Form 5500 and all supporting schedules.
• Prepare Form 5330 when required.
• Meet all compliance and reporting deadlines accurately and on time.

Quality, Process, & Documentation

• Follow internal procedures, checklists, and quality control standards.
• Ensure documentation, testing output, and work papers meet audit requirements.
• Maintain consistent, high-accuracy work across all assigned plans.

Collaboration & Client Interaction

• Communicate professionally with advisors, CPAs, payroll providers, investment partners, and plan sponsors.
• Provide technical guidance and assist teammates on complex scenarios.

Who are we looking for?

• Bachelor’s degree or equivalent professional experience
• 5+ years of hands-on U.S. retirement plan administration experience (401(k) and/or Cash Balance)
• Strong understanding of IRS & DOL regulations and 401(k)/Cash Balance plan rules
• Expertise in compliance testing: ADP/ACP, 402(g), 404(a), 410(b), 414(s), 415, 416 Top-Heavy
• Experience with trust reconciliation, eligibility runs, HCE/Key employee identification
• Skilled in ADP/ACP corrections, excess contributions, and lost earnings
• Experience preparing Form 5500 and schedules; working knowledge of Form 5330
• Comparability calculation experience (highly preferred)
• Advanced Excel skills (vLOOKUP/XLOOKUP, pivot tables, SUMIFS, logical formulas)
• High proficiency with compliance/administration software (ftwilliam strongly preferred; Relius, PensionPro or similar)
• ASPPA or NIPA certifications (QKA, QPA, CPC, APA, APR) are a plus
• Exposure to complex plan designs, cross-tested profit-sharing plans, and Cash Balance valuations
• Strong financial acumen and ability to apply accounting principles
• Extremely detail-oriented and precise with consistent adherence to processes
• Strong analytical, organizational, and documentation skills
• Ability to solve problems independently and communicate professionally in writing and verbally
• Commitment to pursue industry credentials or advanced specialty training